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664 hedge funds and large institutions have $20.5B invested in PTC in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $11.1M

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

13% more capital invested

Capital invested by funds: $18.2B → $20.5B (+$2.35B)

2.3% more ownership

Funds ownership: 97.39%99.69% (+2.3%)

0% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 80

1% less funds holding

Funds holding: 670664 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
664
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
8.74%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
80
Increased
277
Reduced
239
Closed
80
Calls
$35.8M
Puts
$11.1M
Net Calls
+$24.7M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
Manchester Capital Management
Vermont
$154K +$18.5K +115 +15%
RBI
527
Raiffeisen Bank International
Austria
$141K -$222K -1,378 -62%
CI
528
CX Institutional
Indiana
$137K +$3.06K +19 +2%
SOW
529
State of Wyoming
Wyoming
$132K -$63.2K -392 -34%
BIG
530
Brooklyn Investment Group
New York
$129K +$49.6K +308 +70%
EWA
531
EverSource Wealth Advisors
Alabama
$121K +$46.2K +287 +69%
PCM
532
Penserra Capital Management
California
$111K +$11.9K +74 +13%
BBHC
533
Brown Brothers Harriman & Co
New York
$108K +$48.7K +302 +94%
HWA
534
Heritage Wealth Advisors
Virginia
$106K
IWA
535
Icon Wealth Advisors
Texas
$103K +$96K +596 New
OIAM
536
OFI Invest Asset Management
France
$97.3K +$44.3K +275 +71%
CIM
537
CCLA Investment Management
United Kingdom
$94.6K +$88.5M +549,278 New
NAAA
538
New Age Alpha Advisors
New York
$94.4K -$13.1K -81 -13%
CI Investments Inc
539
CI Investments Inc
Ontario, Canada
$94K +$14K +87 +19%
T
540
TOBAM
France
$93K +$59.5K +369 +213%
UB
541
UMB Bank
Missouri
$89.6K +$36.4K +226 +77%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$88.6K +$20.8K +129 +34%
LFG
543
Larson Financial Group
Missouri
$83.1K +$28.7K +178 +59%
PS
544
Principal Securities
Iowa
$80.7K -$55K -341 -42%
CCA
545
Catalyst Capital Advisors
New York
$78.1K +$73K +453 New
HNB
546
Huntington National Bank
Ohio
$70.7K +$967 +6 +1%
MCM
547
MAI Capital Management
Ohio
$69.9K +$15K +93 +30%
IIM
548
Intact Investment Management
Quebec, Canada
$68.9K +$64.5K +400 New
CA
549
Crewe Advisors
Utah
$66.4K -$8.86K -55 -13%
ZBNA
550
Zions Bancorporation, National Association
Utah
$64.6K +$19.5K +121 +48%

PTC Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2025, worth a combined $20.5B — up 13% from $18.2B a quarter earlier.

Fund positioning in PTC was balanced in Q2 2025: 80 funds opened new positions, 80 closed out, 277 added to existing stakes and 239 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was D.E. Shaw & Co, cutting an estimated $56.9M.

  • 664 institutional investors held PTC (PTC) as of Q2 2025, down from 670 in Q1 2025.
  • Funds reported $20.5B of PTC stock for Q2 2025, up 13% quarter-over-quarter.
  • 80 funds opened new PTC positions in Q2 2025 and 80 closed out, a net change of 0 holders.
  • The largest PTC buyer in Q2 2025 was Wellington Management Group, an estimated $106M added.
  • The largest PTC seller in Q2 2025 was D.E. Shaw & Co, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2025.